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UMBF icon

Wealthfront’s UMB Financial UMBF Stock Holding History

Wealthfront’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-307
Closed -$16K – 1012
2015
Q3 		$16K Buy
307
+272
+777% +$14.3K ﹤0.01% 818
2015
Q2 		$2K Buy
35
+22
+169% +$1.18K ﹤0.01% 1196
2015
Q1 		$1K Buy
13
+12
+1,200% +$622 ﹤0.01% 1142
2014
Q4 		$0 Buy
+1
New +$56 ﹤0.01% 993

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Wealthfront's UMBF Position: Q4 2015 in Review

Wealthfront sold out of UMB Financial (UMBF) in Q4 2015, closing a stake of 307 shares — an estimated $16K sold.

Wealthfront first reported a position in UMBF in Q4 2014 and held it in 4 quarters. The position peaked at $16K in Q3 2015. 170 funds tracked by Wall St. Rank hold UMBF as of Q4 2015.

  • Wealthfront reported no remaining UMB Financial position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 307 UMB Financial shares in Q4 2015, an estimated $16K.
  • Wealthfront first reported a position in UMB Financial in Q4 2014 and held it in 4 quarters.
  • Wealthfront's UMB Financial position peaked at $16K in Q3 2015.
  • 170 funds tracked by Wall St. Rank held UMB Financial as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.